Avenu Insights & Analytics

• Lead designated territory and provide end-to-end renewal execution support to ensure customer retention and annual revenue and growth targets. • Spearhead renewal negotiations and drive incremental revenue. • Connect with customers regularly both virtually and in-person to become a trusted advisor. • Establish strong relationships based on knowledge of customer requirements and commitment to value. • Encourage all accounts to become Neumo references. • Develop effective and specific account plans to ensure revenue target delivery and sustainable growth by driving Demand Generation, Pipeline and Opportunity Management strategies. • Leverage internal Neumo resources to navigate contract creation, pricing, closing and bookings. • Ensure effective Pipeline planning - Follow a disciplined approach to maintaining a rolling pipeline.

• Responsible for analyzing customer requirements and the analysis of information/data. • Responsible for understanding the pension business needs of the client and identifying how best to meet those needs. • This includes working with the business and the technology areas to gather requirements for development and management. • The role leads the effort to analyze, validate and document the business and system requirements. • Acts as a bridge between the business and the IT groups, and is accountable for a technology solution that supports the business request or opportunity and is based on the enterprise architecture. • Assists in designing, modifying and creating business processes that will be used to implement the business transformation solutions. • This is done through research and fact-finding combined with a basic understanding of applicable business processes, systems, and industry requirements. • Provides input to improve overall efficiency and processes. • Perform other duties as assigned. • Maintain a high level of client relationship management. • Act as liaison between clients, other service providers and programmers to further develop and foster the client relationship. • Provide daily support to clients during system development and implementation, including telephone support / contact for clients. • Participate in regular client status meetings including assisting with status reports, meeting notes, etc as determined by client's needs. • Manage multiple clients and tasks and prioritize work as required. • Send correspondence to clients. • Participate in upgrade or new implementation projects from beginning to end or parts of a major project. • This will include estimating and quoting work in conjunction with Programmers. • Participate in sessions with client to collect business requirements (JAD). • Provide client training. • Analyze complex business and pension requirements, user requests for system modifications / enhancements or error corrections; propose possible solutions for review by Senior team member, and document solutions in functional specifications in conjunction with programmers. • Analyze plan documents and prepare and/or peer review specifications. • Draft release notes and update delivery documents. • Assist with monthly support and maintenance updates if required. • Follow CPAS standard practices and procedures in selecting methods and techniques for obtaining solutions and meeting deliverables. • Setup client and plan rules in CPAS v5 products with support • Ensure the system meets legislative compliance and accuracy standards. • Formulate quality assurance standards / programs for client installations. • Document and maintain problem logs. • Write comprehensive test plans as needed for upgrades / changes. • Test template application, custom work, defect fixes etc providing QA of the system. • Enter, update defects in the CPAS Quality system • Demonstrate a financial accountability to up sell and encourage clients to configure additional CPAS functions. • Contribute to the client invoicing process through timely, accurate and detailed tracking in the CPAS Quality system.

• Responsible for analyzing customer requirements and the analysis of information/data. • Act as a bridge between the business and the IT groups, and is accountable for a technology solution that supports the business request or opportunity and is based on enterprise architecture. • Maintain a high level of client relationship management. • Provide daily support to clients during system development and implementation, including telephone support/contact for clients. • Participate in upgrade or new implementation projects from beginning to end or parts of a major project.

• Design and implement safety, isolation, and governance controls for agents running in production • Build orchestration pipelines using n8n,LangGraph, or similar frameworks • Create reusable automation patterns that other teams can adopt without your direct involvement • Rapidly prototype AI solutions for business processes (support triage, document processing, configuration automation, SDLC workflows) • Write effective prompts and prompt chains for complex multi-step tasks • Optimize for cost, latency, and accuracy across LLM providers • Contribute to the AI-augmented SDLC: coding assistants, automated testing, deployment automation, ticket quality validation • Hand off completed skills and automations to non-technical operators with clear documentation • Perform other duties as assigned

The Senior Support Specialist at Neumo plays a critical role in providing advanced technical support for multiple Neumo products. This position requires a high degree of independent judgment to solve complex issues, and the ability to lead projects or initiatives related to customer support. The Senior Support Specialist is responsible for troubleshooting issues across various Neumo platforms, including Core and Applications products, and delivering best-in-class service to customers, ensuring their technical needs are met efficiently. This role involves close collaboration with internal teams, including engineering, QA, and product management, to address escalated issues and develop support solutions.

• Set and drive the technical vision, architectural roadmap, and best practices for SaaS products • Oversee architecture reviews, system design, and technical standards across multiple development teams • Ensure that products are scalable, performant, configurable, and extensible • Collaborate closely with the Platform Engineering team • Lead and scale a growing organization of engineering and QA professionals • Mentor engineering leaders and senior technical talent • Build an inclusive, high-performing, and collaborative culture • Drive the successful delivery of multiple concurrent initiatives • Define and manage engineering KPIs, delivery metrics, and quality standards • Partner with Product Management, UX, Customer Support, and Implementation teams • Advocate for continuous architectural modernization and technical debt reduction initiatives

• Oversee audit operations to ensure audits are completed accurately, efficiently, and within established timelines. • Provide expert-level interpretation and application of tax laws and regulations to complex audit situations. • Serve as the final authority on audit determinations and tax law application issues. • Review and approve audit findings, reports, and recommendations prior to final issuance. • Develop, implement, and manage the annual audit budget; monitor expenses and ensure fiscal responsibility. • Develop and track KPI’s. • Analyze workflow, staffing, and productivity to improve efficiency and resource allocation. • Recruit, train, mentor, and evaluate audit staff; make recommendations and decisions regarding hiring, promotions, and terminations. • Coordinate and oversee legal representation activities for audits contested in court. • Collaborate with legal counsel to ensure accurate presentation of facts, documentation, and audit positions in formal proceedings. • Maintain positive client relationships through regular communication, site visits, and professional consultation. • Ensure all audit activities comply with established policies, procedures, and applicable laws. • Identify and implement process improvements to enhance audit quality, consistency, and client satisfaction. • Provide strategic direction and leadership to support departmental goals and organizational objectives.

• Own the architecture, roadmap, and delivery of Platform's shared services • Drive standardization of platform services across products • Lead modernization of the platform stack • Own and improve CI/CD pipelines to increase deployment frequency and reliability • Embed security into development workflows • Manage access controls, secrets management, and data protection across platform services

• Design, develop, and maintain core application logic using C# • Build and support Windows desktop applications using WinForms • Develop and optimize SQL Server database objects including stored procedures, queries, and schema design • Troubleshoot and resolve complex production issues across database, application, and UI layers • Work within and improve complex legacy systems while maintaining production stability • Contribute to ongoing enhancements and modernization of existing client/server applications • Collaborate with QA, Product, and cross-functional teams to deliver high-quality releases • Participate in code reviews and contribute to improving development standards and practices • Support testing efforts and improve deployment and release processes • Perform other duties as assigned

• Own & Define and evolve the product strategy, vision, and roadmap for platform services and the self-service capabilities they power, connecting long-term direction with near-term planning to meet customer needs and business objectives. • Drive product-led growth (PLG) by designing self-service experiences that accelerate adoption, reduce friction, and expand usage organically across government agencies and their constituents • Balance immediate client needs with long-term platform evolution, scalability, and differentiation when making prioritization and roadmap decisions • Lead the strategy and roadmap for horizontal platform capabilities including notification systems, identity verification, MFA, SSO, authorization, and reporting infrastructure • Champion AI-driven technologies by identifying opportunities to embed intelligent capabilities—such as predictive analytics, automated workflows, conversational interfaces, and smart recommendations—into the platform to improve user experience and operational efficiency • Evaluate, pilot, and scale AI/ML solutions across the platform, establishing best practices for responsible and effective AI adoption within Neumo’s products • Partner with engineering and architecture to navigate and modernize across legacy and modern technology stacks, ensuring platform services are reliable, scalable, and extensible • Collaborate to resolve competing priorities and move the platform forward • Define and communicate product requirements by writing clear initiatives, epics, user stories, and acceptance criteria; manage the backlog—including support issues and defects—in close partnership with engineering, architecture, and UX across planning and delivery ceremonies • Act as a product evangelist, clearly communicating the platform’s value, progress, and future direction to internal and external stakeholders.